To create a Contact List, click on your profile icon and select ”My Contact
Lists”.
From this page select “New Contact List +” in the top right corner, name your
contact list and if you would like assign the contact list to a team.
Teams are automatically generated for each deal, for more information on how
to add members to a deal team please refer to
Assembling The Team.
Contact Lists can be assigned to a deal or team retroactively through the
“Add to Deal” or “Transfer to Team” buttons on the dropdown menu in the top
right corner of the contract list.
If you would like to assign a contact list to a team that is not associated
with a specific deal you can accomplish this by creating a new team. Click
on your profile icon in the top right and navigate to “My Teams” then
”Create New Team”.
This allows you to access/share notes and insights on activity for
contacts beyond a single deal.
If a contact list is assigned to a deal specific team, you can also access
the contact list through the “Manage Team”. For more information on how to
access this page please refer to
Assembling The Team.
Select ”Import CSV” to upload a CSV document of contacts, or add contacts
individually by selecting “Add Contact”.
You will be prompted to assign “Contact Mapping” so that Phone, Email,
Title, Company etc. appear in the proper fields.
Please be aware that you may be shown an error message if you upload
duplicate contacts as the system WILL NOT allow duplicate contacts.
